Sarver Vrooman Wealth Advisors’s W.R. Berkley WRB Stock Holding History

Sarver Vrooman Wealth Advisors’s Portfolio WRB Stock Details WRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.5K	Sell	649 -22	-3%	-$1.47K	0.03%	74
2026 Q1	$44.5K	Buy	671 +132	+24%	+$9.09K	0.03%	71
2025 Q4	$37.8K	Sell	539 -325	-38%	-$23.9K	0.02%	85
2025 Q3	$66.2K	Hold	864	–	–	0.04%	58
2025 Q2	$63.5K	Sell	864 -404	-32%	-$29K	0.04%	55
2025 Q1	$90.2K	Buy	+1,268	New	+$77.7K	0.06%	23

Other funds holding WRB

MSI

Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's WRB Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its W.R. Berkley (WRB) stake by 3.3% in Q2 2026, selling an estimated $1.47K and leaving 649 shares worth $45.5K. The position accounts for 0.03% of the portfolio, ranked #74.

Sarver Vrooman Wealth Advisors first reported a position in WRB in Q1 2025 and has held it in 6 quarters since. The position peaked at $90.2K in Q1 2025. 951 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

Sarver Vrooman Wealth Advisors held 649 shares of W.R. Berkley worth $45.5K as of Q2 2026.
Sarver Vrooman Wealth Advisors sold 22 W.R. Berkley shares in Q2 2026, an estimated $1.47K.
W.R. Berkley made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Sarver Vrooman Wealth Advisors first reported a position in W.R. Berkley in Q1 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's W.R. Berkley position peaked at $90.2K in Q1 2025.
951 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.